All articles by Verdict Staff
Verdict Staff
Ex-Mayfields Capital executive creates new offshore advice firm
Harpreet Sajjan, a former executive director at Mayfields Capital, has set up a new independent investment advisory company that aims to capture offshore investment opportunities for HNWIs.
RBC in advanced talks to sell Swiss private banking business
Royal Bank of Canada (RBC) is reportedly in advanced talks to sell its Swiss private bank to Banque Syz, Bloomberg reported citing unnamed sources.
UBP to eliminate 110 to 160 jobs after Coutts International acquisition-report
Union Bancaire Privee (UBP), a Swiss private bank and asset manager, plans to slash 110 to 160 jobs initially after acquiring Coutts International from Royal Bank of Scotland (RBS).
Montage rolls out discretionary portfolios for advisers
Wealth management firm Montage has launched 11 risk-rated discretionary portfolios for financial advisers.
Berenberg names new chief investment officer
German private bank Berenberg has appointed Manfred Schlumberger as its new chief investment officer (CIO), effective 1 January 2016.
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Australias Spring FG to launch digital wealth management platform
Spring FG, an Australian financial services company, is set to roll out a new digital wealth management and advice platform next month.
Almost half of US expats favour repealing FATCA: deVere poll
Nearly half of US nationals living abroad would vote for a presidential candidate who promises to make a move to repeal US controversial global tax law FATCA, which will be turning a year old on 1 July 2015, according to a global poll conducted by deVere Group.
Walker Crips AuM surges 50% to £2bn
Walker Crips’s discretionary and advisory assets under management (AuM) increased to £2bn at the end of March 2015, a surge of 50.3% compared to £1.33bn a year ago.
Fintech firm AxiomSL expands partnership with major Swiss private bank
AxiomSL, a provider of regulatory reporting and risk management solutions, has revealed that a major Swiss private bank has decided to extend the deployment of AxiomSL’s platform to include reporting to the Central Bank of Ireland, including new monetary and interest rate disclosures mandated by the European Central Bank (ECB).